The Spiess McGlade Team

 

The Spiess McGlade Team

A sound approach for your future


The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Allan McGlade Carl Spiess

 

Carl Spiess & Allan McGlade

Experience and Professionalism


With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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What is One dollar worth?

 

What is One dollar worth?

How much do you get to keep of each dollar your investments earn?


This interesting piece from Natixis fund management asks the question how much do you keep from various sources of income.

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Managed Money Reporter Newsletter


Editors Carl Spiess and Allan McGlade
Canada's longest running managed money investment newsletter

What is One Dollar Worth?

Issue 299

What is One Dollar Worth?
This interesting piece from Natixis fund management asks the question how much do you keep from various sources of income. Read article.

Home Trust GICs in the news
Home Trust GICs are fully guaranteed to $100,000 per client account by Canada Deposit Insurance Corporation (CDIC). Read article.

Fund news – Pimco – Clarington – Fidelity + Lower fees + More ETFs
Available investment tools continue to grow and allow us to find performance and diversify. Read article.

CSA Consultation paper on commissions
Our team now works with the majority of our clients on a "fee as a percentage of assets" basis. Read article.

Ontario Savings Bonds available until June 21st
Rates for OSBs are at 1% for 3 years an 2.15% for 10 years. Read article.

CASL express consent for emails
We will be trying to reach out personally to clients before June 30th for consent for email communication. Read article.

Take Your Seat Canada – Photography Project
Among the many arts events sponsored by Scotia Wealth Management is the Take Your Seat project for Canada 150. Read article.

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Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. spiessmcgladeteam@scotiawealth.com

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.